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U-Haul Holding Co

202 hedge funds and large institutions have $377M invested in U-Haul Holding Co in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$726K
Puts
$287K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$5.34K
CMA
152
Cedar Mountain Advisors
Oregon
$5.24K
SIC
153
SJS Investment Consulting
Ohio
$5.04K
CFO
154
CVA Family Office
Colorado
$5.04K
CP
155
Camelot Portfolios
Ohio
$5.04K
FP
156
Financial Perspectives
Minnesota
$4.79K
CA
157
CoreCap Advisors
Michigan
$4.54K
FFA
158
Farther Finance Advisors
California
$4.39K
QC
159
Quent Capital
New York
$4.09K
RWA
160
Redmont Wealth Advisors
Illinois
$4.08K
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$2.22K
SAM
162
Smartleaf Asset Management
Massachusetts
$2.19K
AF
163
Advisornet Financial
Minnesota
$2.07K
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$2.07K
DSC
165
Daytona Street Capital
Missouri
$2.02K
PWAM
166
Private Wealth Asset Management
Iowa
$1.81K
PWMG
167
Private Wealth Management Group
New Jersey
$1.71K
LFG
168
Larson Financial Group
Missouri
$1.66K
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$1.52K
UB
170
UMB Bank
Missouri
$1.51K
JWA
171
JFS Wealth Advisors
Pennsylvania
$1.31K
CA
172
Crewe Advisors
Utah
$1.26K
LWM
173
Lodestone Wealth Management
Washington
$1.16K
GRP
174
Global Retirement Partners
California
$958
PWPS
175
Pinnacle Wealth Planning Services
Ohio
$958